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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$67.07
Change-$0.55 (-0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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STRGX vs VIMSX Comparison Chart
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STRGX vs. VIMSX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STRGX is a StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. STRGX (40.8M). VIMSX pays higher dividends than STRGX: VIMSX (1.38) vs STRGX (0.68). STRGX was incepted earlier than VIMSX: STRGX (52 years) vs VIMSX (26 years). VIMSX is a more actively managed with annual turnover of: 13.00 vs. STRGX (4.89). VIMSX has a lower initial minimum investment than STRGX: VIMSX (3000) vs STRGX (1000000). VIMSX annual gain was more profitable for investors over the last year : 25.11 vs. STRGX (9.15). VIMSX return over 5 years is better than : 56.75 vs. STRGX (7.92).
| STRGX | VIMSX | STRGX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 26 years | - |
| Gain YTD | 11.061 | 12.557 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 172B | 0% |
| Annual Yield % from dividends | 0.68 | 1.38 | 49% |
| Returns for 1 year | 9.15 | 25.11 | 36% |
| Returns for 3 years | -11.95 | 9.82 | -122% |
| Returns for 5 years | 7.92 | 56.75 | 14% |
| Returns for 10 years | 29.99 | 128.21 | 23% |